跨境电商新政落地，吉宏股份AI赋能业绩预增

Core Insights - The new cross-border e-commerce policies aim to reduce costs and improve efficiency for companies, including the extension of export tax refund incentives until the end of 2027 and the promotion of 25 trade facilitation measures by the General Administration of Customs [1] Company Summary - Jihong Co., as a representative of supply chain service providers, benefits from these policies through its AI intelligent sorting system, optimizing return processing with an overseas warehouse utilization rate of 85% [1] - The market attention on Jihong Co. is neutral, with institutions setting a comprehensive target price of 21.14 yuan, indicating a potential upside of 35.43% from the latest price of 18.53 yuan as of February 13 [1] - Profit forecasts indicate a projected net profit growth of 56.47% year-on-year for 2025, with a slowdown to 26.81% in 2026, primarily driven by AI technology empowering cross-border e-commerce operations [1] - Longcheng Securities reported on January 26 that the company's AI strategy has shown results, with an expected performance increase of 50%-60% for 2025 [1]